J.P. Morgan Wealth Management- Vice President, Select Banking Services
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Job Location:
San Antonio, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
2 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
At J.P. Morgan Wealth Management we have an enthusiasm for helping our clients building relationships and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As an Select Banking Leader within our Wealth Management Service teamyou will be focused on coaching energizing and leading our investment client service professionals to deliver a Best-in-Class service experience by embracing a hospitality culture. A successful Team Leader creates a culture of excellence client obsession and high performance that meets the expectations of our most Affluent investment clients. Adaptability is a key aspect of this role. Partnership and teamwork are crucial. Proven ability to build and sustain strong cohesive partnerships with the business and other key stakeholders and work effectively in a matrix organization.
Responsibilities:
- Partner closely with client and advisor-facing teams and internal business groups to drive and deliver on the Affluent Service Model ensuring integration with One Chase partners such as Banking Lending and Digital.
- Champion a Client First culture by building a best-in-class client experience and shaping the strategic vision for the team.
- Implement talent and performance strategies including coaching development promotion and call monitoring reviews to ensure quality client interactions.
- Foster a culture of risk and control acting with urgency and responsibility to safeguard customers and the business.
- Promote the firms commitment to diversity and inclusion and proactively identify and implement solutions with an entrepreneurial spirit.
- Develop and conduct training to address team and individual gaps translate financial market knowledge into growth strategies and drive team performance through coaching and deepening client relationships.
Required qualifications capabilities and skills
- Ability to partner across the firm to influence define the strategic vision of the team and collaborate with various product teams.
- Proven track record of developing and coaching high-performing teams and recruiting talent by building a personal network of contacts.
- High degree of investment services and product acumen with a keen interest in the financial markets.
- Outstanding communication skills attention to detail and excellent follow-through.
- Strong sense of prioritization urgency execution and delivery with a commitment to upholding a sound risk and controls environment.
- Innovative and creative thought leader with exceptional problem-solving skills familiar with call center construct.
- FINRA Series 7 and 63 (or equivalent) required with ability to register in all 50 states; Series 9/10 (or equivalent) held or commitment to obtain within 90 days of hire.
Preferred qualifications capabilities and skills
- College degree or equivalent experience
- Financial services and/or banking industry experience
- 3-5 years of client service experience
- Experience with a wide array of financial products preferred
- Operating Hours: Current target operating hours are Monday Friday 8 am EST 6 pm EST.
- Must be able to work onsite during training. Following training transition to a hybrid environment where team members work in the office three days a week and work remote two days.
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
